The Analysis of MERIDIAN INVESTMENT COUNSEL INC.'s Holdings & P&L


Currently, MERIDIAN INVESTMENT COUNSEL INC. holds 237 types of securities in its portfolio with a total value $419.9M. In the most recent quarter, they have increased their positions in CRWD (+5.8K shares, valued at $2.3M), NOW (+18.4K shares, valued at $1.9M), COF (+10.0K shares, valued at $1.8M); decreased their positions in N/A (-27.8K shares, valued at $1.3M), SLB (-13.5K shares, valued at $693.8K), QCOM (-3.7K shares, valued at $474.6K); initiated new positions in CRWD (+5.8K shares, valued at $2.3M), NOW (+18.4K shares, valued at $1.9M), ALL (+2.7K shares, valued at $562.3K).


1M P&L
+15.2M+3.93%
3M P&L
-256.1K-0.06%
HY P&L
+27.5M+7.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A99.2M
27.0%
2Semiconductors38.8M
10.6%
3Software - Infrastructure23.4M
6.4%

Top Industries by Stock Count

1N/A69 stocks
32.4%
2Drug Manufacturers - General7 stocks
3.3%
3Asset Management7 stocks
3.3%
Stock Holdings
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-1.32%
Shares84.6K
Event2026-03-31
Filed2026-04-28
AAPL
APPLE INC
0.15%
Shares70.9K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD TR
ISHARES GOLD TR
-0.88%
Shares122.0K
Event2026-03-31
Filed2026-04-28
MSFT
MICROSOFT CORP
0.40%
Shares27.9K
Event2026-03-31
Filed2026-04-28
CVX
CHEVRON CORPORATION
-0.56%
Shares43.5K
Event2026-03-31
Filed2026-04-28
XLU
SELECT SECTOR SPDR TR
2.20%
Shares160.6K
Event2026-03-31
Filed2026-04-28
PLTR
PALANTIR TECHNOLOGIES INC
0.00%
Shares45.5K
Event2026-03-31
Filed2026-04-28
WMT
WALMART INC
-1.35%
Shares53.0K
Event2026-03-31
Filed2026-04-28
NSC
NORFOLK SOUTHN CORP
0.00%
Shares20.6K
Event2026-03-31
Filed2026-04-28
ABBV
ABBVIE INC
-0.83%
Shares26.3K
Event2026-03-31
Filed2026-04-28
JNJ
JOHNSON & JOHNSON
-1.24%
Shares23.4K
Event2026-03-31
Filed2026-04-28
IWM
ISHARES TR
2.81%
Shares22.4K
Event2026-03-31
Filed2026-04-28
TRV
TRAVELERS COMPANIES INC
0.00%
Shares18.4K
Event2026-03-31
Filed2026-04-28
MDY
STATE STR SPDR S&P MIDCAP 40
-0.18%
Shares8.6K
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.84%
Shares26.8K
Event2026-03-31
Filed2026-04-28
COF
CAPITAL ONE FINL CORP
66.18%
Shares25.2K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-7.82%
Shares9.4K
Event2026-03-31
Filed2026-04-28
GILD
GILEAD SCIENCES INC
0.09%
Shares32.1K
Event2026-03-31
Filed2026-04-28
XLI
SELECT SECTOR SPDR TR
2.43%
Shares26.9K
Event2026-03-31
Filed2026-04-28
CGXU
CAPITAL GROUP INTL FOCUS EQT
0.87%
Shares144.4K
Event2026-03-31
Filed2026-04-28
FDX
FEDEX CORP
-0.42%
Shares11.8K
Event2026-03-31
Filed2026-04-28
IGM
ISHARES TR
-0.84%
Shares35.3K
Event2026-03-31
Filed2026-04-28
ADBE
ADOBE INC
-0.24%
Shares16.9K
Event2026-03-31
Filed2026-04-28
BAC
BANK AMERICA CORP
0.37%
Shares82.2K
Event2026-03-31
Filed2026-04-28
HD
HOME DEPOT INC
-0.82%
Shares12.0K
Event2026-03-31
Filed2026-04-28
META
META PLATFORMS INC
0.32%
Shares6.9K
Event2026-03-31
Filed2026-04-28
ORCL
ORACLE CORP
0.00%
Shares25.0K
Event2026-03-31
Filed2026-04-28
CBRE
CBRE GROUP INC
-0.19%
Shares26.1K
Event2026-03-31
Filed2026-04-28
DIA
STATE STR SPDR DOW JONES IND
-0.34%
Shares7.6K
Event2026-03-31
Filed2026-04-28
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
43.25%
Shares30.3K
Event2026-03-31
Filed2026-04-28
BTI
BRITISH AMERN TOB PLC
-0.72%
Shares58.8K
Event2026-03-31
Filed2026-04-28
MCK
MCKESSON CORP
-0.05%
Shares3.9K
Event2026-03-31
Filed2026-04-28
MET
METLIFE INC
-5.52%
Shares46.6K
Event2026-03-31
Filed2026-04-28
KMI
KINDER MORGAN INC DEL
-0.72%
Shares97.1K
Event2026-03-31
Filed2026-04-28
LHX
L3HARRIS TECHNOLOGIES INC
-0.63%
Shares9.3K
Event2026-03-31
Filed2026-04-28
SPY
STATE STR SPDR S&P 500 ETF T
-2.56%
Shares4.8K
Event2026-03-31
Filed2026-04-28
QCOM
QUALCOMM INC
-13.63%
Shares23.4K
Event2026-03-31
Filed2026-04-28
MU
MICRON TECHNOLOGY INC
82.35%
Shares8.9K
Event2026-03-31
Filed2026-04-28
BARRICK MNG CORP
BARRICK MNG CORP
7.95%
Shares72.9K
Event2026-03-31
Filed2026-04-28
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
-0.13%
Shares37.3K
Event2026-03-31
Filed2026-04-28
XLB
SELECT SECTOR SPDR TR
0.00%
Shares58.6K
Event2026-03-31
Filed2026-04-28
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares4
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
CITIGROUP INC
0.00%
Shares25.2K
Event2026-03-31
Filed2026-04-28
SCHF
SCHWAB STRATEGIC TR
7.14%
Shares112.7K
Event2026-03-31
Filed2026-04-28
GEV
GE VERNOVA INC
-0.38%
Shares3.1K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
GE AEROSPACE
-0.52%
Shares9.5K
Event2026-03-31
Filed2026-04-28
XLV
SELECT SECTOR SPDR TR
0.27%
Shares18.3K
Event2026-03-31
Filed2026-04-28
CSCO
CISCO SYS INC
32.64%
Shares34.5K
Event2026-03-31
Filed2026-04-28
DOC
HEALTHPEAK PROPERTIES INC
4.95%
Shares159.9K
Event2026-03-31
Filed2026-04-28
CWI
SPDR INDEX SHS FDS
0.00%
Shares71.2K
Event2026-03-31
Filed2026-04-28
JPM
JPMORGAN CHASE & CO
0.48%
Shares8.8K
Event2026-03-31
Filed2026-04-28
XBI
SPDR SERIES TRUST
37.24%
Shares19.6K
Event2026-03-31
Filed2026-04-28
AMGN
AMGEN INC
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-28
UBER
UBER TECHNOLOGIES INC
1.03%
Shares34.0K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares28.1K
Event2026-03-31
Filed2026-04-28
FLGB
FRANKLIN TEMPLETON ETF TR
2.21%
Shares69.3K
Event2026-03-31
Filed2026-04-28
BP
BP PLC
-1.95%
Shares50.2K
Event2026-03-31
Filed2026-04-28
CB
CHUBB LTD SWITZ
-0.14%
Shares7.2K
Event2026-03-31
Filed2026-04-28
XES
SPDR SERIES TRUST
16.87%
Shares19.8K
Event2026-03-31
Filed2026-04-28
NVO
NOVO-NORDISK A S
-0.10%
Shares62.2K
Event2026-03-31
Filed2026-04-28
FNDA
SCHWAB STRATEGIC TR
3.29%
Shares70.4K
Event2026-03-31
Filed2026-04-28
CRWD
CROWDSTRIKE HLDGS INC
New
Shares5.8K
Event2026-03-31
Filed2026-04-28
NVDA
NVIDIA CORPORATION
4.11%
Shares13.0K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
4.44%
Shares7.8K
Event2026-03-31
Filed2026-04-28
AEP
AMERICAN ELEC PWR CO INC
-0.44%
Shares17.1K
Event2026-03-31
Filed2026-04-28
VXUS
VANGUARD STAR FDS
15.15%
Shares27.9K
Event2026-03-31
Filed2026-04-28
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-28
CMCSA
COMCAST CORP NEW
-0.78%
Shares74.6K
Event2026-03-31
Filed2026-04-28
HON
HONEYWELL INTL INC
0.60%
Shares9.2K
Event2026-03-31
Filed2026-04-28
LINDE PLC
LINDE PLC
8.01%
Shares4.2K
Event2026-03-31
Filed2026-04-28
VGT
VANGUARD WORLD FD
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
INVESCO QQQ TR
-12.67%
Shares3.4K
Event2026-03-31
Filed2026-04-28
VZ
VERIZON COMMUNICATIONS INC
-4.59%
Shares38.7K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
1.35%
Shares3.2K
Event2026-03-31
Filed2026-04-28
WFC
WELLS FARGO & CO
0.00%
Shares24.2K
Event2026-03-31
Filed2026-04-28
NOW
SERVICENOW INC
New
Shares18.4K
Event2026-03-31
Filed2026-04-28
WGO
WINNEBAGO INDS INC
-9.03%
Shares61.9K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
4.62%
Shares6.5K
Event2026-03-31
Filed2026-04-28
XOM
EXXON MOBIL CORP
-4.42%
Shares10.9K
Event2026-03-31
Filed2026-04-28
XLE
SELECT SECTOR SPDR TR
-0.34%
Shares29.0K
Event2026-03-31
Filed2026-04-28
EG
EVEREST GROUP LTD
0.94%
Shares5.4K
Event2026-03-31
Filed2026-04-28
DGT
SPDR SERIES TRUST
-0.97%
Shares10.2K
Event2026-03-31
Filed2026-04-28
VB
VANGUARD INDEX FDS
3.35%
Shares6.6K
Event2026-03-31
Filed2026-04-28
FNDF
SCHWAB STRATEGIC TR
17.80%
Shares33.0K
Event2026-03-31
Filed2026-04-28
VEA
VANGUARD TAX-MANAGED FDS
-0.40%
Shares24.8K
Event2026-03-31
Filed2026-04-28
NUE
NUCOR CORP
-4.43%
Shares9.3K
Event2026-03-31
Filed2026-04-28
IJR
ISHARES TR
2.04%
Shares12.5K
Event2026-03-31
Filed2026-04-28
PFE
PFIZER INC
-13.51%
Shares54.9K
Event2026-03-31
Filed2026-04-28
ARCB
ARCBEST CORP
0.00%
Shares15.2K
Event2026-03-31
Filed2026-04-28
GPC
GENUINE PARTS CO
-2.77%
Shares14.0K
Event2026-03-31
Filed2026-04-28
MGM
MGM RESORTS INTERNATIONAL
-2.71%
Shares39.5K
Event2026-03-31
Filed2026-04-28
INTC
INTEL CORP
0.00%
Shares32.5K
Event2026-03-31
Filed2026-04-28
NEE
NEXTERA ENERGY INC
0.00%
Shares15.1K
Event2026-03-31
Filed2026-04-28
FCX
FREEPORT MCMORAN INC
0.00%
Shares23.7K
Event2026-03-31
Filed2026-04-28
MTG
MGIC INVT CORP WIS
0.00%
Shares52.9K
Event2026-03-31
Filed2026-04-28
WY
WEYERHAEUSER CO
-0.55%
Shares54.2K
Event2026-03-31
Filed2026-04-28
GDX
VANECK ETF TRUST
7.74%
Shares13.9K
Event2026-03-31
Filed2026-04-28
RTX
RTX CORPORATION
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-28
AMZN
AMAZON COM INC
1.09%
Shares6.0K
Event2026-03-31
Filed2026-04-28
IHI
ISHARES TR
0.77%
Shares22.9K
Event2026-03-31
Filed2026-04-28
QUAL
ISHARES TR
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-28
AXON
AXON ENTERPRISE INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-28
VWO
VANGUARD INTL EQUITY INDEX F
0.12%
Shares21.8K
Event2026-03-31
Filed2026-04-28
TM
TOYOTA MOTOR CORP
-0.44%
Shares5.7K
Event2026-03-31
Filed2026-04-28
T
AT&T INC
0.00%
Shares39.0K
Event2026-03-31
Filed2026-04-28
MS
MORGAN STANLEY
-0.37%
Shares6.7K
Event2026-03-31
Filed2026-04-28
IXJ
ISHARES TR
0.00%
Shares11.7K
Event2026-03-31
Filed2026-04-28
DOCU
DOCUSIGN INC
-16.77%
Shares22.9K
Event2026-03-31
Filed2026-04-28
IJK
ISHARES TR
0.00%
Shares10.6K
Event2026-03-31
Filed2026-04-28
XOP
SPDR SERIES TRUST
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-28
TPR
TAPESTRY INC
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-28
COST
COSTCO WHOLESALE CORPORATION
2.24%
Shares960
Event2026-03-31
Filed2026-04-28
NEM
NEWMONT CORP
-20.27%
Shares8.6K
Event2026-03-31
Filed2026-04-28
VDC
VANGUARD WORLD FD
-0.60%
Shares4.1K
Event2026-03-31
Filed2026-04-28
GBDC
GOLUB CAP BDC INC
12.89%
Shares72.4K
Event2026-03-31
Filed2026-04-28
KO
COCA COLA CO
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-28
SLRC
SLR INVESTMENT CORP
52.35%
Shares62.3K
Event2026-03-31
Filed2026-04-28
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-28
IJJ
ISHARES TR
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-28
WH
WYNDHAM HOTELS & RESORTS INC
0.00%
Shares10.7K
Event2026-03-31
Filed2026-04-28
OXY
OCCIDENTAL PETE CORP
-7.68%
Shares13.2K
Event2026-03-31
Filed2026-04-28
EMR
EMERSON ELEC CO
2.40%
Shares6.4K
Event2026-03-31
Filed2026-04-28
ARCC
ARES CAPITAL CORP
5.52%
Shares45.8K
Event2026-03-31
Filed2026-04-28
VTI
VANGUARD INDEX FDS
-0.81%
Shares2.4K
Event2026-03-31
Filed2026-04-28
XLC
SELECT SECTOR SPDR TR
-0.71%
Shares7.0K
Event2026-03-31
Filed2026-04-28
IXP
ISHARES TR
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-28
IBRX
IMMUNITYBIO INC
0.00%
Shares96.4K
Event2026-03-31
Filed2026-04-28
WBD
WARNER BROS DISCOVERY INC
-2.20%
Shares26.8K
Event2026-03-31
Filed2026-04-28
JCI
JOHNSON CONTROLS INTERNATION
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-28
RDDT
REDDIT INC
25.11%
Shares5.2K
Event2026-03-31
Filed2026-04-28
LECO
LINCOLN ELEC HLDGS INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-28
IJH
ISHARES TR
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-28
TNL
TRAVEL PLUS LEISURE CO
0.00%
Shares9.7K
Event2026-03-31
Filed2026-04-28
CVS
CVS HEALTH CORP
0.00%
Shares9.2K
Event2026-03-31
Filed2026-04-28
SLB
SLB LIMITED
-51.23%
Shares12.8K
Event2026-03-31
Filed2026-04-28
BLACKROCK INC
BLACKROCK INC
0.29%
Shares684
Event2026-03-31
Filed2026-04-28
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-66.15%
Shares14.2K
Event2026-03-31
Filed2026-04-28
PG
PROCTER & GAMBLE CO
-0.09%
Shares4.5K
Event2026-03-31
Filed2026-04-28
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares8.8K
Event2026-03-31
Filed2026-04-28
PTLC
PACER FDS TR
-1.25%
Shares11.8K
Event2026-03-31
Filed2026-04-28
CVE
CENOVUS ENERGY INC
0.00%
Shares23.3K
Event2026-03-31
Filed2026-04-28
EWT
ISHARES INC
-13.03%
Shares8.7K
Event2026-03-31
Filed2026-04-28
TAP
MOLSON COORS BEVERAGE CO
-10.41%
Shares14.1K
Event2026-03-31
Filed2026-04-28
COP
CONOCOPHILLIPS
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-28
ADP
AUTOMATIC DATA PROCESSING IN
-12.20%
Shares2.9K
Event2026-03-31
Filed2026-04-28
PEP
PEPSICO INC
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-28
CTRA
COTERRA ENERGY INC
0.00%
Shares16.3K
Event2026-03-31
Filed2026-04-28
VHT
VANGUARD WORLD FD
-0.47%
Shares2.1K
Event2026-03-31
Filed2026-04-28
ASML
ASML HLDG NV
0.00%
Shares428
Event2026-03-31
Filed2026-04-28
CTVA
CORTEVA INC
-5.94%
Shares6.8K
Event2026-03-31
Filed2026-04-28
ALL
ALLSTATE CORP
New
Shares2.7K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-28
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-28
CRM
SALESFORCE INC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-28
IVV
ISHARES TR
0.00%
Shares810
Event2026-03-31
Filed2026-04-28
UTF
COHEN & STEERS INFRASTRUCTUR
-3.34%
Shares20.3K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORP
LAM RESEARCH CORP
-14.04%
Shares2.5K
Event2026-03-31
Filed2026-04-28
JAAA
JANUS DETROIT STR TR
-16.46%
Shares10.2K
Event2026-03-31
Filed2026-04-28
ALLY
ALLY FINL INC
0.00%
Shares12.9K
Event2026-03-31
Filed2026-04-28
SYF
SYNCHRONY FINANCIAL
-11.82%
Shares7.5K
Event2026-03-31
Filed2026-04-28
MSIF
MSC INCOME FUND INC
150.46%
Shares40.7K
Event2026-03-31
Filed2026-04-28
VOX
VANGUARD WORLD FD
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-28
MCD
MCDONALDS CORP
4.44%
Shares1.5K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC
EATON CORP PLC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-28
IBB
ISHARES TR
2.21%
Shares2.7K
Event2026-03-31
Filed2026-04-28
MERCK & CO INC
MERCK & CO INC
-15.37%
Shares3.8K
Event2026-03-31
Filed2026-04-28
CET
CENTRAL SECS CORP
-9.83%
Shares9.2K
Event2026-03-31
Filed2026-04-28
ACHR
ARCHER AVIATION INC
97.84%
Shares87.0K
Event2026-03-31
Filed2026-04-28
OI
O-I GLASS INC
-5.61%
Shares42.1K
Event2026-03-31
Filed2026-04-28
MFIC
MIDCAP FINANCIAL INVSTMNT CO
3.71%
Shares39.1K
Event2026-03-31
Filed2026-04-28
AMD
ADVANCED MICRO DEVICES INC
11.34%
Shares2.2K
Event2026-03-31
Filed2026-04-28
HSY
HERSHEY CO
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-28
MDLZ
MONDELEZ INTL INC
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-28
MDB
MONGODB INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-28
EFA
ISHARES TR
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-28
KMB
KIMBERLY-CLARK CORP
-12.38%
Shares4.2K
Event2026-03-31
Filed2026-04-28
CTAS
CINTAS CORP
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-28
ETR
ENTERGY CORP NEW
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-28
GEHC
GE HEALTHCARE TECHNOLOGIES I
-7.66%
Shares5.4K
Event2026-03-31
Filed2026-04-28
VGK
VANGUARD INTL EQUITY INDEX F
16.08%
Shares4.7K
Event2026-03-31
Filed2026-04-28
BK
BANK NEW YORK MELLON CORP
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-28
CGW
INVESCO EXCH TRADED FD TR II
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-28
ABT
ABBOTT LABORATORIES
10.84%
Shares3.6K
Event2026-03-31
Filed2026-04-28
SO
SOUTHERN CO
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-28
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-28
SBUX
STARBUCKS CORP
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-28
VNQ
VANGUARD INDEX FDS
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-28
LNC
LINCOLN NATL CORP IND
0.00%
Shares9.1K
Event2026-03-31
Filed2026-04-28
ENB
ENBRIDGE INC
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-28
IWR
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-28
DFIV
DIMENSIONAL ETF TRUST
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-28
TY
TRI CONTL CORP
0.00%
Shares9.8K
Event2026-03-31
Filed2026-04-28
USMV
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-28
BPOP
POPULAR INC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-28
VTV
VANGUARD INDEX FDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-28
FNDX
SCHWAB STRATEGIC TR
0.00%
Shares10.6K
Event2026-03-31
Filed2026-04-28
RNR
RENAISSANCERE HLDGS LTD
0.00%
Shares970
Event2026-03-31
Filed2026-04-28
EQT CORP
EQT CORP
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-28
HPE
HEWLETT PACKARD ENTERPRISE C
-19.47%
Shares12.0K
Event2026-03-31
Filed2026-04-28
PNR
PENTAIR PLC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-28
IEFA
ISHARES TR
-0.95%
Shares3.1K
Event2026-03-31
Filed2026-04-28
DIS
DISNEY WALT CO
4.26%
Shares2.9K
Event2026-03-31
Filed2026-04-28
CAT
CATERPILLAR INC
0.00%
Shares392
Event2026-03-31
Filed2026-04-28
NVT
NVENT ELEC PLC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-28
GNW
GENWORTH FINL INC
0.00%
Shares33.5K
Event2026-03-31
Filed2026-04-28
IWF
ISHARES TR
0.00%
Shares630
Event2026-03-31
Filed2026-04-28
PH
PARKER-HANNIFIN CORP
0.00%
Shares300
Event2026-03-31
Filed2026-04-28
BSV
VANGUARD BD INDEX FDS
-8.76%
Shares3.4K
Event2026-03-31
Filed2026-04-28
DES
WISDOMTREE TR
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-28
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-28
BCSF
BAIN CAP SPECIALTY FIN INC
3.99%
Shares19.6K
Event2026-03-31
Filed2026-04-28
CAH
CARDINAL HEALTH INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
DB
DEUTSCHE BK AG
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-28
MMM
3M CO
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-28
AIG
AMERICAN INTL GROUP INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-28
EWG
ISHARES INC
-23.47%
Shares5.9K
Event2026-03-31
Filed2026-04-28
AMAT
APPLIED MATLS INC
New
Shares684
Event2026-03-31
Filed2026-04-28
SHEL
SHELL PLC
New
Shares2.5K
Event2026-03-31
Filed2026-04-28
V
VISA INC
21.92%
Shares751
Event2026-03-31
Filed2026-04-28
MA
MASTERCARD INCORPORATED
0.00%
Shares452
Event2026-03-31
Filed2026-04-28
DK
DELEK US HLDGS INC NEW
New
Shares5.0K
Event2026-03-31
Filed2026-04-28
KVUE
KENVUE INC
0.00%
Shares13.0K
Event2026-03-31
Filed2026-04-28
TDIV
FIRST TR EXCHANGE TRADED FD
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-28
BA
BOEING CO
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
KEYS
KEYSIGHT TECHNOLOGIES INC
New
Shares788
Event2026-03-31
Filed2026-04-28
VUG
VANGUARD INDEX FDS
0.00%
Shares509
Event2026-03-31
Filed2026-04-28
TJX
TJX COS INC NEW
-0.15%
Shares1.4K
Event2026-03-31
Filed2026-04-28
USB
US BANCORP
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-28
BMY
BRISTOL-MYERS SQUIBB CO
New
Shares3.6K
Event2026-03-31
Filed2026-04-28
PEO
ADAM NAT RES FD INC
New
Shares7.8K
Event2026-03-31
Filed2026-04-28
OHI
OMEGA HEALTHCARE INVS INC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-28
UNP
UNION PAC CORP
-9.88%
Shares885
Event2026-03-31
Filed2026-04-28
BIV
VANGUARD BD INDEX FDS
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-28
MUC
BLACKROCK MUNIHLDNGS CALI
New
Shares12.8K
Event2026-03-31
Filed2026-04-28
ECF
ELLSWORTH GROWTH & INCOME FD
0.00%
Shares11.1K
Event2026-03-31
Filed2026-04-28
RIG
TRANSOCEAN LTD
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-28
PNNT
PENNANTPARK INVT CORP
0.00%
Shares14.2K
Event2026-03-31
Filed2026-04-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
MERIDIAN INVESTMENT COUNSEL INC. Institutional Holdings, Portfolio & P&L β€” TradeFomo